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Karpus Investment Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Karpus Investment Management’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-21,793
Closed -$279K – 192
2014
Q1 		$279K Sell
21,793
-1,558
-7% -$19.7K 0.01% 175
2013
Q4 		$283K Sell
23,351
-2,449
-9% -$29.8K 0.02% 185
2013
Q3 		$320K Buy
+25,800
New +$316K 0.02% 166

Other funds holding NAZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Karpus Investment Management's NAZ Position: Q2 2014 in Review

Karpus Investment Management sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q2 2014, closing a stake of 21,793 shares — an estimated $279K sold.

Karpus Investment Management first reported a position in NAZ in Q3 2013 and held it in 3 quarters. The position peaked at $320K in Q3 2013. 22 funds tracked by Wall St. Rank hold NAZ as of Q2 2014.

  • Karpus Investment Management reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q2 2014 after selling out during the quarter.
  • Karpus Investment Management sold 21,793 Nuveen Arizona Quality Municipal Income Fund shares in Q2 2014, an estimated $279K.
  • Karpus Investment Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q3 2013 and held it in 3 quarters.
  • Karpus Investment Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $320K in Q3 2013.
  • 22 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2014.

Based on Karpus Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.